Tag Archives: Pensions / Income Streams

Pensions and Retirement – New Year Resolutions – 5 Easy Steps to Plan your Retirement

Studies show that most people spend more time planning the next holiday than ever spent on preparing for retirement – but it is not hard at all! Consider if you are a – Woman and want to retire at the … Continue reading

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NEWS – Caution sounded on proposed early release of super for crime victims, as well as hardship cases

The government has been told to tread carefully with its plans for allowing victims of crime to access perpetrators’ superannuation as compensation, as the proposals could have unintended consequences, one lawyer has warned. Speaking to SMSF Adviser’s sister title, Nest … Continue reading

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Pensions Centrelink – Summary of current asset test age pension changes 2017

The start of January 2017 saw some significant changes to means testing for Social Security pensions (including the Age Pension). Retire Invest wrote a comprehensive summary in their RIAdvice magazine – Uncertainty around income can be unsettling for those receiving … Continue reading

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NEWS – ATO may soften on proposed event-based reporting SMSF rules

Controversial and laborious event-based reporting rules for Australia’s army of DIY super fund operators may be softened by the tax office in coming weeks. Under current plans the Australian Taxation Office wants all SMSFs (self-managed super funds) to report much … Continue reading

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NEWS – ATO watch list 2017 – SMSF items on radar to note – property development, second SMSF, excess contributions, reserves

A report at SMSF Advisor by Katarina Taurian, highlights new ATO watch list items on their radar to take note of (our emphasis added) – The tax office has added a series of new items of concern to its watch list … Continue reading

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NEWS – Insurance in Super to closer meet Member needs at different life stages

Rod Myer writes at The New Daily – Insurance cover in superannuation could be redesigned to closer meet the financial needs of members, research house Rice Warner believes. Because insurance in super needs depend on age and family situation, insurance … Continue reading

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Pensions Centrelink – Beware of scams to watch out for targeting pensioners and older Australians

The Australian Government Department of Human Services (DHS) has some great tips on scams to watch out for targeting pensioners and older Australians, June 2017 – Older Australians keep a step ahead of the latest scams Scams are on the … Continue reading

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